Purchases and Sales Made in Q4 2023 in Mckesson Corp (MCK)
This table provides information about the institutional ownership of Mckesson Corp (MCK) during Q4 2023. The information is specifically focused on institutions that hold shares of MCKESSON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
57+ 4.54% |
$24.9K - $26.8K
|
1.31K
$691K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
56+ 1.24% |
$24.5K - $26.4K
|
4.56K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
55+ 2.71% |
$24.1K - $25.9K
|
2.08K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
55+ 0.81% |
$24.1K - $25.9K
|
6.81K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
54+ 4.95% |
$23.6K - $25.4K
|
1.14K
$602K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 0.3% |
$23.2K - $24.9K
|
18K
$9.48M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
53+ 16.83% |
$23.2K - $24.9K
|
368
$194K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
52+ 47.71% |
$22.7K - $24.5K
|
161
$84.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
52+ 0.36% |
$22.7K - $24.5K
|
14.5K
$7.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
50+ 3.82% |
$21.9K - $23.5K
|
1.36K
$715K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
50New |
$21.9K - $23.5K
|
50
$26.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
50+ 6.63% |
$21.9K - $23.5K
|
804
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
50+ 9.98% |
$21.9K - $23.5K
|
551
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
50New |
$21.9K - $23.5K
|
50
$26.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
48New |
$21K - $22.6K
|
48
$25.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
47New |
$20.6K - $22.1K
|
47
$24.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
46+ 0.55% |
$20.1K - $21.6K
|
8.37K
$4.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
46+ 3.04% |
$20.1K - $21.6K
|
1.56K
$820K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
45+ 0.94% |
$19.7K - $21.2K
|
4.85K
$2.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
45+ 25.42% |
$19.7K - $21.2K
|
222
$117K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
45+ 0.24% |
$19.7K - $21.2K
|
19K
$9.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
45+ 3.76% |
$19.7K - $21.2K
|
1.24K
$654K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
43+ 1.79% |
$18.8K - $20.2K
|
2.45K
$1.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
42+ 4.9% |
$18.4K - $19.8K
|
900
$473K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
41New |
$17.9K - $19.3K
|
41
$21.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
41+ 7.68% |
$17.9K - $19.3K
|
575
$302K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
41New |
$17.9K - $19.3K
|
41
$21.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
40+ 5.99% |
$17.5K - $18.8K
|
708
$372K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
39+ 4.27% |
$17.1K - $18.4K
|
952
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
39+ 0.96% |
$17.1K - $18.4K
|
4.09K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
39+ 6.18% |
$17.1K - $18.4K
|
670
$352K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
38New |
$16.6K - $17.9K
|
38
$20K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
37+ 4.77% |
$16.2K - $17.4K
|
813
$428K
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
36+ 7.36% |
$15.7K - $16.9K
|
525
$276K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
36+ 1.83% |
$15.7K - $16.9K
|
2K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
35+ 7.16% |
$15.3K - $16.5K
|
524
$276K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35+ 5.49% |
$15.3K - $16.5K
|
673
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
35+ 2.1% |
$15.3K - $16.5K
|
1.7K
$894K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
35+ 4.53% |
$15.3K - $16.5K
|
807
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
35+ 2.49% |
$15.3K - $16.5K
|
1.44K
$757K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
34+ 5.67% |
$14.9K - $16K
|
634
$333K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
34+ 2.27% |
$14.9K - $16K
|
1.53K
$805K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
34+ 42.5% |
$14.9K - $16K
|
114
$60K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33+ 5.97% |
$14.4K - $15.5K
|
586
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
33+ 0.62% |
$14.4K - $15.5K
|
5.35K
$2.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
32+ 3200.0% |
$14K - $15.1K
|
33
$17.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
32New |
$14K - $15.1K
|
32
$16.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
32New |
$14K - $15.1K
|
32
$16.8K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
31+ 3.09% |
$13.6K - $14.6K
|
1.04K
$544K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
31New |
$13.6K - $14.6K
|
31
$16.3K
|